Project Management Templates

A user-friendly Microsoft Word document featuring a table with column headers to capture key details. The table can be easily filled out and shared via email with team members after a meeting to serve as a reminder of their assigned action items. There is one line of example text written in red that can be replaced.

Clean and user-friendly PowerPoint template designed for Project Kickoff meetings. This 7-slide presentation includes dedicated space for Project Goals, Key Dates, Major Milestones, and more. Each slide comes with editable example text to help you quickly customize it for your team and project needs.

Easy to use, MS Excel file that lists tasks to complete in each project phase and who is responsible for each task. Roles include: BPO/Project Requestor, Project Manager, Functional Team, Technical Team, Testing Team, Customer Relationship Manager, and General Leadership. Phases align to PMI standards (Initiation, Planning, Execution, Monitor & Control, Close). Note: Tasks may differ per project type

A user-friendly Microsoft Word document featuring a table to track Action Items, Risks, Assumptions, Issues, and Decisions (AIRAID) throughout a project lifecycle or project portfolio. The table can be easily filled out for project managers to track AIRAID items. There are 2 lines of examples in red that can be removed and replaced.

Easy to use, MS PPT slide to capture project closeout details, including key team members, key dates, key deliverables, and links to documents. Fields to edit based on specific project are conveniently noted in Red font.

A simple to use, MS Excel file to log lessons learned throughout the project to consider prior to beginning a similar project. There is example text in red that can be removed and replaced.

PDF visual outlining the purpose of Project Management

PPT slide visual, outlining the purpose of Project Management